(MIDWEST) 103 E. 6th St., Suite 101 P.O. Box 726 Ames, Iowa 50010 Tel: (515) 239-9900 Fax: (515) 239-9800 (Southeast) 4200 Evans Ave., Suite 10 Fort Myers, Florida 33901 Tel: (239) 267-2749 Fax: (239) 267-9936 (Puerto Rico) Tel: (787) 303-0042 Tel: (605) 496-9580 Tel: (512) 593-1056 Tel: (505) 289-1364 Tel: (563) 316-2378 Tel: (828) 278-2323 Want quick Answers? During normal business hours you can reach us via our live chat program. Try it, it's really cool!! Disclaimer Winning Solutions Inc. Is an independent service provider for THIRD PARTY PRODUCTS where WSI provides support on remote, chat and over the phone basis for issues related to computer software. All other trademarks, registered trademarks, company names, product names and brand names for the third party trademarks are the property of their respective owners, and WSI disclaims any ownership, right, affiliation or endorsement of or by any such third party. The use of any third party trademarks, logos or brand names is for informational purposes only. A demo version for free to try out. • • • • The Microsoft Access Sales Lead/Prospect Tracking Database is a full-featured system built all in Microsoft Access tables, forms, reports, and VBA (Visual Basic for Applications) code which allows you to record and track sales lead/prospects. Based upon some of the concepts of the Microsoft Outlook Calendar modules, this database template has the advantage of being fully 100% Microsoft Access based. This aspect allows for tight integration into your existing Access Database. The Sales Lead/Prospect Tracking database offers a daily, weekly, bi-weekly, and monthly view of lead/prospect interactions, as well as a form for creating and maintaining a sales lead/prospect event. The Sales Lead/Prospect Tracking Database also includes pre-built daily, weekly, bi-weekly, and monthly reports. Please note that this is a template database. Using Excel As A Database Access is a great database application. The Sales Dept in the Maine Division and any employees who work in the Research. Download database examples of Microsoft access templates. Free MS Access template samples for small business company, non profit organization and personal student. If it does not meet your needs 100%, and you are unable to customize it yourself, let WSI know and we will provide a quote to develop the customizations you need to get you exactly what you want in your Sales Lead/Prospect Tracking System. This version contains all the features in our, but adds the ability for you to set up a sales lead/prospect event for a specific employee and assign that employee to a department. You can then filter the calendar you are viewing by that employee or department to get just a view of that employee's or department's sales lead/prospect events by either the date or the followup date. The calendar also includes the ability to import and/or export your data to and from Outlook. If you are interested in a, or version of this template, please for more details. A demo version for free to test! The demo version is in Access 2007, which will work on either Access 2007, 2010, 2013 or 2016. If you need a previous version of Access to try, please. Please note that the demo version of the software is fully functional, but does not store any data once you close the database; the full version of the software, available for purchase, stores data in the database permanently. • • • • The full version of the database is a standard Access Database file. You will have full access to the database window, all design objects, the visual basic project code, and you will be able to modify or add to the design in any way you wish (this does not apply to the run-time/compiled versions). If you lack the time to integrate this database into your system, please and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please and we will develop a quote for you to implement the additional features and enhancements that you require. If you need any help implementing this function or modifications made for your needs, please to get a free quote for your Microsoft Access Development needs. WSI will determine your needs based on written requirements that you provide. Please ask your WSI representative to send you an example of what constitutes sufficient written requirements.
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